WinEstimator, Inc. - !

ntroduction to Estimating using WinEst

Estimating Workbook - Copyright 2006 - WinEstimator, !nc.
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Introduction to Estimating
Day 2
Training Manual

Using Training Database

http:JJwww.winest.comJdownloadsJWEITrainingDatabase.zip


www.WinEst.com

Support@WinEst.com

253-395-9773


WinEstimator, Inc. - !ntroduction to Estimating using WinEst


Estimating Workbook - Copyright 2006 - WinEstimator, !nc.
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Exercise # 4 Applying Notes and Memos to Items

1. Click on the item Haul Demolition Debris - 20 cuyd Dumpster".
2. Click View.Item Notes. A note box will pop up.
3. Type in the following note:
Will probably be done by Rob's Rubbish. Need to double check."
+. Click the Save button to save the note for this item.
5. Double click on the Item Description Cell for Carpet. Add a note to this item. Check
with customer for carpet colors." Nake sure you save the note.
6. Click Close to close the note box.



7. Notice that there is a yellow note icon to the left of each item that has a note. Highlight
the item, then click View.Item Notes, or click on the Yellow Tab in the bottom left
corner. You can also double click the !tem Description cell to view a note.
8. Nemos can also be used. Click View.Item Memos.
9. Type some text in the memo and click Save.
10. You can view a memo by clicking on the item, then click View.Item Memos or
click on the green icon in the lower left hand corner.

Note - This box can be left open. You do not have to close before viewing another item.
Note
WinEstimator, Inc. - !ntroduction to Estimating using WinEst


Estimating Workbook - Copyright 2006 - WinEstimator, !nc.
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Exercise # 5 Making Changes to the Takeoff

1. Changing descriptions
A. Go to Project manager - Nain Office. Click on the !tem Description.
B. Type directly in the cell, or press the F2 key, or the Enter key and change the
description to Project Nanager.

2. Changing a takeoff quantity
A. Go to Estimate Sheet view. Click Filters.More Estimate Filters.
B. Select Pareto's Law S0J20. Click OK.
C. Change the quantity for Nanufactured Casework to 2,630.
D. Click Filters and Refresh Current or press the F5 key to update the filter.

3. Adding quantities to the quantity's original input
A. Click on the Item Takeoff button.
B. Go to Nylon Carpet - Direct Glue Down 28oz Level Loop".
C. Add an additional 96 sqyd to the quantity's original input using the Calculate
Takeoff Quantity feature.

+. Changing a work item's takeoff unit and cost category
A. Go to Nanufactured Casework".
B. Click to the far left of the item in the gray column. This opens up a box called
Edit Estimate !tem".
C. Change the item's takeoff unit to each. Delete values in all cost
categories. Enter $1,250 in the Naterial Price cell. Enter 2 in the quantity.

5. Add another item to the estimate and use pastefinsert to move it to the top of the list.
A. Click Add Items to open the database browser
B. Select item 1210.0030 Computer".
C. Click Accept and Close. The item will be at the bottom of the takeoff list. Click
to the left to highlight the entire row. Then right click and select Cut.
D. Go the sixth row, highlight it, then Right Click and select Paste Insert.
E. Enter a quantity of 2.

6. Replacing an item from the database
A. Go to Drywall - Standard 1f2" on Walls".
B. Highlight the entire row. Right click and select Replace from Database.
Replace with Drywall - Standard 5f8" on Walls".
WinEstimator, Inc. - !ntroduction to Estimating using WinEst


Estimating Workbook - Copyright 2006 - WinEstimator, !nc.
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7. Changing the Total Unit Price of a work item
A. Go to the item Portland Cement Terrazzo Flooring".
B. Click to the far left of the item in the gray column. This opens up a box called
Edit Estimate !tem".
C. Click on the Costs tab. Your screen should look like the picture below.



D. Click on the cell for Grand Unit Price. Change the price to 7.50
Notice that both the Labor and Naterial Prices change.

8. Delete !tems with zero quantities
A. Click on the Estimate Sheet button.
B. Click Filters.More Estimate Filters.
C. Select Incomplete Takeoff and OK.
D. Delete all items in the filter.
E. Click Filters and Refresh Current or press the F5 key to update the filter.
WinEstimator, Inc. - !ntroduction to Estimating using WinEst


Estimating Workbook - Copyright 2006 - WinEstimator, !nc.
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Exercise # 6 Reviewing the Item History

1. Click on the Item Takeoff button. Highlight the item Nanufactured Casework".
2. Click View.Item History. You can also double left-click on the quantity cell.
3. The history of the selected item will display in a pop up dialog box.



+. Click Close to close the dialog and return to the spreadsheet.

Note - The Estimate !tem History dialog box can be left open. Simply click on any item to
view its history. You do not have to close this box before viewing another item.
WinEstimator, Inc. - !ntroduction to Estimating using WinEst


Estimating Workbook - Copyright 2006 - WinEstimator, !nc.
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Exercise # 7 Adding and Quantifying Items Using Assembly Takeoffs

1. Switch to the !tem Takeoff view by clicking on the Item Takeoff button.
2. Next click the Add Items button to open the database browser.
3. Select Assemblies by Hierarchy from the dropdown List.
+. Select the assembly Exterior Doors and Window" (+2:00001) by double clicking the
description, or click once on the desired assembly then click the Add Item button.





WinEstimator, Inc. - !ntroduction to Estimating using WinEst


Estimating Workbook - Copyright 2006 - WinEstimator, !nc.
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5. A box will pop up asking you to Pick the door for this assembly. This allows the user
to select a particular door. For this exercise, click Accept Remaining Picks. This
will accept the default pick items.
6. Now the assembly will be in the Takeoff List. To the right of the buttons Add !tem
and Remove !tem" is a button allowing the user to view an image of the assembly.
Click this button to view the image. Nany of the assemblies have an image attached
to them. !f the button is `grayed out,' there is no image associated with the
assembly. Your trainer will show you this assembly image. Your training database
image icon is probably grayed out.


WinEstimator, Inc. - !ntroduction to Estimating using WinEst


Estimating Workbook - Copyright 2006 - WinEstimator, !nc.
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7. Click Accept.Close to put the assembly into the estimate.
8. From your Calculate Takeoff Quantity, input Number of Doors 1 and Add Qty.
9. Add a second assembly. Select assembly !nterior Paining, Room !ncluding Doors 8
Trim". (62:00001)
10. !nclude Ceilings? Yes
11. Select Finish
12. Click Accept.Close to input this assembly into the estimate.
13. Quantity your assembly using Calculate Takeoff Quantity. !nput these values:
Length of Room 20
Width of Room 15
Height of Walls 8
Length of Trim 70
Number of Doors 1
Area of Windows 20
WinEstimator, Inc. - !ntroduction to Estimating using WinEst


Estimating Workbook - Copyright 2006 - WinEstimator, !nc.
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Exercise # S Adding a Unique Item to the Estimate

Unique !tems are items that are not in the database. For example, a custom reception
center is required in the front lobby of the building. This item is not in the database. But
we can create the item for this estimate.

1. Click the Item Takeoff button. Click on Unique Item. The following dialog box
appears:




2. Since most of our filters sort by CS! codes, it would be very useful to enter these
headings for this item. The easiest way to do this is to Copy From an existing item in
the section of the database where you might expect to find this item. Click the Copy
From. button and browse to the item Nanufactured Casework, CS! 12300.0010.
3. Once you have found this item, click on the item to highlight it, then click OK. This can
then be edited to create your Unique !tem.
+. Edit the information to suit your requirements. You will find the information you need
below.
WinEstimator, Inc. - !ntroduction to Estimating using WinEst


Estimating Workbook - Copyright 2006 - WinEstimator, !nc.
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Description: Custom Reception Center
Formula: Click the dropdown and change to Qty - Each".
Labor time to construct: 32 Hours. Enter in the Labor Productivity cell.
Labor trade: Click Mix and select CARP
Estimated materials cost: $1,500.00



+. Edit each cost category to reflect the desired values.
5. Click the Add Item button to add this item to your estimate.
6. Enter a quantity of 1 on the takeoff sheet.
WinEstimator, Inc. - !ntroduction to Estimating using WinEst


Estimating Workbook - Copyright 2006 - WinEstimator, !nc.
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Filters and Modifying the Estimate

Exercise # 9 Using Filters and Modifying the Estimate

1. Click on the Estimate Sheet button. The Estimate Sheet view allows you to look at
your estimate using filters. You will see six buttons to the right which when clicked
show different views of your estimate.
2. Click the Labor button on the Estimate Sheet toolbar. You will now see all items that
have labor costs.
3. Select the entire Labor Prod column with the left mouse button by clicking on the
column header.
+. Now click Edit.Modify, or Right Click on the column header and select Modify
A box pops up which allows you to modify the entire column at once.



5. !n the Nodify Cells dialogue window, select the Add Percentage option, enter 10 in
the Percentage box. (Do not use the percentage symbol). Click OK.
6. The values in the labor productivity column are now changed by 10.

Now, subtract 10 off all of the Naterial Prices

1. Click the Materials button.
2. Left click on the Nat Price column heading to highlight the entire column.
3. Now click Edit and Modify. or Right Click on the column header and select Modify.
Adjust all Naterial Prices by adding a negative 10. Click OK when done.

Note - The filter buttons are preset to the most commonly used filters. There are more
filters available. Click the Estimate Sheet button, click on Filters.More Estimate
Filters to see a list of all the available filters. !n WinEst you can also customize existing
filters or build new ones. We will do this in a later exercise.
WinEstimator, Inc. - !ntroduction to Estimating using WinEst


Estimating Workbook - Copyright 2006 - WinEstimator, !nc.
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Work Breakdown Structures

Exercise # 10 Building a User Defined Work Breakdown Structure {Location)

1. Click on the Item Takeoff button. Right below Estimate Tables" you will see a box
labeled Location.
2. Highlight the first item in your estimate. Then type directly into the Location box to
create a new Location. !n this example type "Nain Building" and press the Accept
button. A box will pop up asking if you wish to create this location. Click Yes. Now
when you click on this item you will notice that the Location shows "Nain Building".



3. Assign every item in your estimate to a Location. To do this, highlight one or more
items, select or enter one of the Locations below, click Accept.

Assign Main Building to every non-assembly item.
Assign West Wing to the !nterior Painting Assembly !tems.
Assign North Wing to the Entrance Door Assembly !tems.
Assign East Wing to the Custom Reception Center !tem.
WinEstimator, Inc. - !ntroduction to Estimating using WinEst


Estimating Workbook - Copyright 2006 - WinEstimator, !nc.
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+. Now you can view the estimate broken down by Location. Click on the Estimate
Sheet button. Click Filters.More Estimate Filters. Double click Location Details
to view the report you have created by using your custom Locations.
5. You can also view the Location - Summary filter to see the difference between a
details and a summary filter.

__________________________________________________________________________

Exercise # 11 Applying the Location using the Location Column

1. Click on the Item Takeoff button.
2. Scroll across the spreadsheet to the right until you get to the Location column.
3. You can assign or reassign items by double clicking on the Location cell for the item.
+. You can create a new Location by typing directly into a cell in this column.
5. Nake sure you assign Nain Building to the Custom Reception Center.
6. You can also use the Fill Down feature. Click in one of the cells in the Location column
that has already been assigned. Now, while holding your left mouse button down,
move your mouse down a couple of cells and stop. Right click and a menu will pop up.
Select Fill Down.

You can also move the Location column to the left side of the !tem Takeoff view. !f you
are using a column often, this can be very useful.

7. To move the Location column, first click on the column header to highlight the entire
column. Then click again on the column header and keep holding the left mouse
button down. Now move your mouse cursor to the position where you want the
column. Release the left mouse button.

WinEstimator, Inc. - !ntroduction to Estimating using WinEst


Estimating Workbook - Copyright 2006 - WinEstimator, !nc.
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Exercise # 12 Applying the Location at the Time of Takeoff

1. Click on the Item Takeoff button.
2. Open the database browser by clicking the Add Items button.
3. Change the Location to Nain Building by clicking on the drop down list. Add a drywall
item to the estimate. Drywall - Standard 5f8" on Ceilings". CS! 9252.0120 Highlight
this item, click Add Item.
+. Click on the Location dropdown list and select Main Building.
5. Click Accept and Close. The item will automatically be assigned to this Location.
6. Quantify this item. Enter a quantity of 10,000.